MIM
Meridiem Investment Management Portfolio holdings
AUM
$5.5B
1-Year Est. Return
10.78%
1 Year Est. Return
+10.78%
AUM
$5.47B
AUM Growth
-$121M
(-2.2%)
Holding
59
Top Buys
| 1 | +$17.5M | |
| 2 | +$16.5M | |
| 3 | +$14.6M | |
| 4 |
Broadridge
BR
|
+$13.3M |
| 5 |
Tractor Supply
TSCO
|
+$13.2M |
Top Sells
| 1 | +$41.2M | |
| 2 | +$30M | |
| 3 | +$19.8M | |
| 4 |
Fiserv
FI
|
+$13.9M |
| 5 |
Apple
AAPL
|
+$666K |
Sector Composition
| 1 | Technology | 44.21% |
| 2 | Healthcare | 23.92% |
| 3 | Financials | 14.11% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Communication Services | 3.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Otis Worldwide
OTIS
$35.8B
| $82.6K | ﹤0.01% |
800
|
|
||
52
JPMorgan Chase
JPM
$810B
| $68.7K | ﹤0.01% |
280
|
|
||
53
Advanced Micro Devices
AMD
$378B
| $66.8K | ﹤0.01% |
650
|
|
||
54
Home Depot
HD
$390B
| $64.1K | ﹤0.01% |
175
-100
|
|
||
55
Chubb
CB
$107B
| $32.6K | ﹤0.01% |
108
|
|
||
56
Verizon
VZ
$171B
| $31.3K | ﹤0.01% |
690
|
|
||
57
Wells Fargo
WFC
$262B
| $25.1K | ﹤0.01% |
350
|
|
||
58
Nike
NKE
$99.6B
| – | – |
-2,970
|
|
||
59
NVIDIA
NVDA
$4.46T
| – | – |
-1,250
|
|